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CFP
RM
CFP

Richard Micliz

Hornor, Townsend & Kent, LLC
24 Years of Experience
Linwood, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Richard Micliz is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Linwood, NJ, with 24 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1201 New Road, Suite 111B, Linwood, NJ, 08221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard is involved in multiple business activities, including an insurance brokerage (Primary Financial) since 2012 and Comprehensive Planning Concepts since 2020, both involving insurance sales and service. He also has a strategic alliance with Baer Mallozzi Risk Management and Advisory Services, LLC, providing comprehensive financial planning.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
May 2012 - Present · 14 yrs 5 mos
Hornor, Townsend & Kent, LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Metlife Securities INC.
December 2009 - March 2012 · 2 yrs 3 mos
Metlife Securities INC.Broker
June 2002 - March 2012 · 9 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2002 - July 2007 · 5 yrs 1 mo
State Registrations13 states
CACOFLGAINMDMENCNJNYPARIVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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